Best Dimensional Fund Advisors Podcasts (2025)

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Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60) 45:21

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20d ago45:21

45:21

Running and scaling a global fund group has its challenges. So when I was asking who I should talk to, Lisa's name came to the forefront. Her lens on the industry from the sell side to the buy side is quite unique. Lisa's recognized not only for driving operational excellence and revenue growth, but also for her ability to guide teams through trans…

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How to Sell Your Expertise Without Discounts: Marketing the Value of Time 14:14

2d ago14:14

14:14

Price is what you pay, value is what you get. Here's why you shouldn't lower your RATE and a better way to close deals with price sensitive clients. Emphasize how you save customers TIME and you'll win. Understanding the Real Value of Time in Modern Business Marketing: Video version: watch on YouTube here. Book a call with me: emilybinder.com/call …

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Brian Douglas, CEO – Graham Capital (EP.61) 45:25

4d ago45:25

45:25

By Ted Seides – Allocator and Asset Management Expert

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833: Researching Alternative Splicing for Gene Regulation in the Immune System - Dr. Kristen Lynch 37:38

7d ago37:38

37:38

Dr. Kristen Lynch is a Professor and Chair of Biochemistry and Biophysics at the University of Pennsylvania. Kristen’s research focuses on alternative splicing. Her lab is investigating how cells decide when to use an entire portion of the DNA instruction manual versus when to exclude parts of the instructions that are not useful or would be harmfu…

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AI as the Next Thought Partner in Finance 56:37

12d ago56:37

56:37

How will artificial intelligence (AI) transform an advisor’s business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional’s Catherine Williams sits down with award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell to explore the o…

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832: Recovering Rare and Endangered Butterfly Populations through Conservation Corridors and Other Strategies - Dr. Nick Haddad 1:00:12

14d ago1:00:12

1:00:12

Dr. Nick Haddad is a Professor in Integrative Biology at Michigan State University and a Senior Terrestrial Ecologist at the W.K. Kellogg Biological Station. In addition, Nick is the author of the recently released book The Last Butterflies: A Scientist's Quest to Save a Rare and Vanishing Creature. Through his research, Nick searches for the rares…

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831: Unearthing Ancient Fossils to Reveal the History of Life on Our Planet - Dr. Louis Jacobs 44:25

21d ago44:25

44:25

Dr. Louis L. Jacobs is Emeritus Professor in the Roy M. Huffington Department of Earth Sciences and President of the ISEM at SMU. As a vertebrate paleontologist, Louis studies the fossils of animals with backbones. His goal is to understand their evolution and how it fits together with the earth and the environment to present a holistic picture of …

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OBBBA Explained: What the 2025 Tax Bill Might Mean for You 16:44

27d ago16:44

16:44

The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact. Subscribe & Co…

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830: Physicist Figuring Out How Materials Deform and Fail - Dr. Karen Daniels 41:00

28d ago41:00

41:00

Dr. Karen Daniels is a Professor in the Department of Physics at North Carolina State University. Karen’s lab investigates the physics of how materials change state (e.g. from solid to fluid), how they deform, and how they may ultimately fail. She studies these questions across a variety of length and time scales, from microscopic phenomena that oc…

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3 Irresistible Video Ideas for Financial Advisors: How to Get Quality Views 8:45

1M ago8:45

8:45

These topics get views because of human nature. Unlock the power of authentic video marketing with three engaging personal finance attract quality views. Move beyond generic advice and create content that builds audience and trust. This episode provides actionable strategies, critical nuances, and proven tips to elevate your brand and attract prosp…

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Ryan Ripp, COO – Flat Rock Global (EP.59) 40:14

1M ago40:14

40:14

Ryan Ripp is the co-president and COO at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. If you read anything about the industry, the headlines are often about how alternatives are making their way to the wealth channel. The thing I always turn to is how is this going to work operationally. There are so …

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829: Modeling the Mechanics of Fluid Flow for Melting Ice and Molten Magma - Dr. Leif Karlstrom 39:55

1M ago39:55

39:55

Dr. Leif Karlstrom is an Assistant Professor in the Department of Earth Sciences at the University of Oregon. Leif uses fluid and solid mechanics approaches to better understand how water moves through glaciers and how magma moves through the Earth’s crust to erupt in volcanoes. Much of his work involves developing theoretical models to better desc…

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828: Unraveling the Mysteries of the Particle Nature of Dark Matter - Dr. Djuna Croon 47:25

1M ago47:25

47:25

Dr. Djuna Croon is Associate Professor in the Department of Physics and the Institute for Particle Physics Phenomenology at Durham University. Trained as a particle physicist, Djuna is interested in the most fundamental building blocks of nature. She studies dark matter, a mysterious type of subatomic particle that we don’t yet know much about yet.…

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Ryan Teal, Head of ODD – Albourne (EP.58) 50:05

2M ago50:05

50:05

Ryan Teal is a Partner and Head of Operational Due Diligence at Albourne, a global investment consulting firm. Ryan and I talk about the role of AI within the ODD lens. Whether you’re an ODD practitioner or a manager trying to understand current trends you will want to take a listen. Ryan shares their approach on using AI as well as some recent sur…

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827: Chilling Out Studying the Biodiversity of Arctic Arthropods - Dr. Chris Buddle 41:45

2M ago41:45

41:45

Dr. Chris Buddle is an Associate Professor in the Department of Natural Resource Sciences and Associate Dean of Student Affairs at McGill University. He is a community ecologist who studies biodiversity of different species, and he is interested in figuring out what animals are where in our ecosystem. In particular, his work focuses on spiders, ins…

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Jill Schlesinger on the Power of the Pivot 1:06:24

2M ago1:06:24

1:06:24

What does it take to make a bold career move—or guide your clients through one? In this episode of Managing your Practice, Dimensional’s Catherine Williams sits down with CBS News business analyst and best-selling author Jill Schlesinger to explore the mindset and mechanics behind meaningful transitions. From her own pivot from advisor to national …

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Investing in Geopolitical Alpha and Emerging Trends in the ETF Landscape 33:18

2M ago33:18

33:18

Welcome back to the Advisor Success Series Podcast. After a brief hiatus, we are pleased to be joined by Jeremy Schwartz, CIO of WisdomTree Investments. In this episode, we cover the expanding scope of WisdomTree's knowledge offerings from positioning for key geopolitical themes to emerging trends in ETF product development such as return stacking …

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AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors 44:57

2M ago44:57

44:57

AI is everywhere in the headlines — but how much is hype, and what’s real? Stephen de Man of Dimensional Fund Advisors joins Kent Kramer to explore AI’s history, opportunities, risks, and how to start using it responsibly. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube…

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826: Visualizing Molecules to Understand Links Between Structure and Function - Dr. Beth Stroupe 43:14

2M ago43:14

43:14

Dr. Beth Stroupe is a Professor in the Department of Biological Science and the Institute of Molecular Biophysics at Florida State University (FSU). She is also Director of the Molecular Biophysics Graduate Program there. Research in Beth’s lab focuses on understanding what molecules and proteins look like. This is important for better understandin…

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Ashley Sweren, COO/CCO – Standard Crypto (EP.57) 37:35

2M ago37:35

37:35

Ashley Sweren is the COO and CCO at Standard Crypto, a venture capital firm focused on crypto, Web3, blockchain, and DeFi. With institutional investing, we are all keenly focused on finding uncorrelated assets. But here’s the catch: when you go beyond the fundamentals, things get interesting with diligence, operations and finding best in class serv…

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825: Sizing Up Signals in Seismic Waves to Understand Earth’s Interior Structure - Dr. Zach Eilon 44:41

2M ago44:41

44:41

Dr. Zach Eilon is an Assistant Professor in the Department of Earth Science at the University of California, Santa Barbara, and he is also conducting research at Brown University. Zach is interested in understanding the earth’s tectonics, including how continents are built, how they break apart, and what is going on under the earth’s surface beneat…

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The New Individual-Business Fit: How Alignment Drives Success and Satisfaction (Personal Brand, Career) 10:28

2M ago10:28

10:28

Achieving alignment between personal strengths and business roles leads to effortless and natural success. I emphasize the importance of finding roles or building businesses that complement your natural gifts and values. Human Design and Enneagram can aid in self-discovery. Plus, challenges of generative AI technology. Finally, hear what you can ge…

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824: Looking Beneath the Surface to Study the Science of Water Movement, Distribution, and Quality: Dr. Tess Russo 38:05

2M ago38:05

38:05

Dr. Tess Russo is an Assistant Professor in the Department of Geosciences at The Pennsylvania State University. Tess is a hydrologist which means she studies water. Her research examines how water moves, how much of it there is in the world, and how the actions of humans change how water moves in the world. Tess has been spending a lot of time doin…

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David Brenner, COO – TIFF (EP.56) 43:35

3M ago43:35

43:35

David Brenner is the COO of TIFF Investment Management, an OCIO for nonprofit organizations. Stepping into the COO role of an established manager takes a unique set of skills so I turned to David for his insight. We discuss the common challenges of assessing culture, talent, and legacy; and the importance of timing of when to listen and when to tak…

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823: Probing Protein Dynamics from Molecular Switches to Shape-Changing Viral Particles - Dr. Ganesh Anand 41:11

3M ago41:11

41:11

Dr. Ganesh Anand is an Associate Professor of Chemistry as well as Biochemistry and Molecular Biology at The Pennsylvania State University (or Penn State University) at the University Park campus. He is also an elected Board Member of the International Society for Hydrogen/Deuterium Exchange Mass Spectrometry (HDX-MS). Research in Ganesh’s lab exam…

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822: Using Lake Sediments to Get to the Core of Key Issues in Ecology and Conservation - Dr. Jacquelyn Gill 51:57

3M ago51:57

51:57

Dr. Jacquelyn Gill is an Assistant Professor of Paleoecology and Plant Ecology at the University of Maine. Jacquelyn is a paleoecologist. She studies ecology and climate change over the past 20,000 years since the end of the ice age. This involves taking a forensics-like approach to analyzing the sediments and fossil records in lakes and bogs that …

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Buy, Sell, Plan: The Business of Advisor Succession 53:18

3M ago53:18

53:18

What does it really take to transition a thriving advisory firm to the next generation? Catherine Williams sits down with Aaron Hasler of SkyView Partners and Matt Crow of Mercer Capital to unpack the realities of internal succession. Covering financing options, common roadblocks, and generational dynamics, this episode offers actionable insights f…

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2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations 28:51

3M ago28:51

28:51

This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever. Subscribe & Connect with Us! Kent Kramer Ashlee Vieregger Financial Perspectives Fos…

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821: Illuminating the Quantum Physics of Ultracold Atoms - Dr. Chad Orzel 40:20

3M ago40:20

40:20

Dr. Chad Orzel is the R. Gordon Gould Associate Professor of Physics at Union College. He is also author of the popular science books How to Teach Physics to Your Dog, How to Teach Relativity to Your Dog, Eureka: Discovering Your Inner Scientist, and the soon-to-be-released book Breakfast with Einstein: The Exotic Physics of Everyday Objects. In ad…

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Heather Kennedy Miner, COO – Advent International (EP.55) 55:47

3M ago55:47

55:47

Heather Kennedy Miner is the COO at Advent International, one of the largest private equity firms in the US. I enjoyed sitting down with Heather to talk about her career path beginning with investment banking and then her 20 years at Goldman Sachs evolving into a variety of positions giving her a unique combination of technical and soft skills well…

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820: Studying the Molecular Information Cells Use to Move Through Their Environments - Dr. Michelle Starz-Gaiano 36:14

3M ago36:14

36:14

Dr. Michelle Starz-Gaiano is Professor and Chair of Biological Sciences at the University of Maryland Baltimore County (UMBC). Michelle’s research uses fruit flies to examine how cells in the body go to the right place at the right time. Understanding why and how cells use their genetic information to move through the body is critical because if th…

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The Six Aspects of Personal Brand, Why You Need One, + LinkedIn Headshot Tips 16:12

3M ago16:12

16:12

Keyword: Opportunities. I discuss the importance of personal branding, starting with its six components. I emphasize why having a personal brand is crucial even for those in stable jobs or non-entrepreneurial roles. Build trust, create opportunities, and stay top-of-mind. Nuances of maintaining personal brand visuals e.g. headshots. Chapters Part 1…

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819: Making Great Leaps Studying the Ecology and Evolutionary Biology of Tropical Frogs - Dr. Maureen Donnelly 49:41

3M ago49:41

49:41

Dr. Maureen (Mo) Donnelly is a Professor of Biology and Associate Dean for Graduate Studies in the College of Arts and Sciences at Florida International University (FIU). She is also a Research Associate in the Department of Herpetology at the American Museum of Natural History in New York City. Mo studies amphibians like frogs and toads. These org…

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Kent Collier, CEO – Octus (EP.54) 42:37

4M ago42:37

42:37

Kent Collier is the CEO of Octus, the leading voice in data and intelligence for the credit markets. It was exciting to sit down with Kent to hear about his role as an investor and how he saw an opportunity in the market to create something bigger with the way Wall Street accessed critical information. Kent shares his experience on how they expande…

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June Roundup: Bangers Only with Tom Lydon, 2 Time-Saving Apps, and Speaking Volume Tip 13:45

4M ago13:45

13:45

Personal Branding, Speaking Tips, and UX Insights. Medley / round-up of latest tips, guest episode, and apps I like. Chapters: (0:35) 1. Tip: Podcast speaking volume (1:28) 2. Bangers Only with Tom Lydon (3:00) Case study- UnPodcast - Beetle Moment: LinkedIn videos 10.8k views (4:00) Why build an audience (5:15) "Money is good" speech - Atlas Shrug…

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818: Shining Light on the Exciting Capabilities of Quantum Computing - Dr. Mark Saffman 35:07

4M ago35:07

35:07

Dr. Mark Saffman is a Professor in the Department of Physics at the University of Wisconsin-Madison. He received is B.Sc. with honors in Applied Physics from the California Institute of Technology. Mark’s research focuses on quantum computing. He and his colleagues are trying to build a new kind of computer called a quantum computer that can solve …

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The Neuroscience of Workplace Culture: What Every Leader Should Know 1:00:38

4M ago1:00:38

1:00:38

Catherine Williams sits down with Mark Sparvell, author of Good Brain Bad Brain and head of social learning initiatives at Microsoft. Together, they explore the neuroscience behind leadership, emotional intelligence, and the human capacity to thrive amid stress and change. Catherine and Mark discuss how understanding the brain’s survival wiring—and…

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5 Market Downturns and the Surprising Lessons We Learned 9:21

4M ago9:21

9:21

This month, Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility. Subscribe & Connect with Us! Kent Kramer Financial P…

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817: Creating New Cancer Models and Advancing Regenerative Medicine - Dr. Luiz Bertassoni 43:00

4M ago43:00

43:00

Dr. Luiz E. Bertassoni is the founding director of the Knight Cancer Precision Biofabrication Hub and Professor in the Division of Oncological Sciences at the Knight Cancer Institute, where he is also co-section head for Discovery and Translational Oncology. He is also faculty in the Department of Biomedical Engineering, the Cancer Early Detection …

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Reena Jashnani-Slusarz, COO & GC – Juniper Hill Capital Management (EP.53) 42:53

4M ago42:53

42:53

Reena Jashnani-Slusarz is the chief operating officer and General Counsel at Juniper Hill, a multifamily office based in Menlo Park, California. I had fun sitting down with Reena to talk about her non-linear career arc to find herself in a GC and COO role. This was a wide-ranging conversation touching upon some of the legal and operational complexi…

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816: Deciphering Genetic Variations in Bacteria that Lead to Disease - Dr. Shannon Manning 35:55

4M ago35:55

35:55

Dr. Shannon Manning is a Michigan State University (MSU) Foundation Associate Professor in the Department of Microbiology and Molecular Genetics. The goal of Shannon’s research is to understand how pathogens (bacteria or viruses) cause disease in people. How likely a person is to get sick may be due to the different types of pathogens they are expo…

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Millennials Making Over $200k Still Broke: Financial Advisor Messaging Tips (Modern Wealth) 9:17

4M ago9:17

9:17

More than 35% of Americans earning over $200,000 are living paycheck to paycheck. Watch clip on YouTube. Lifestyle creep is real. The popularity of shows like "Your Friends and Neighbors" or Netflix's "The Watcher" is no accident. Art imitates life. There are opportunities for great financial advice and planning that will resonate with the reality …

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815: Fascinated by the Effects of Material Properties on the Form and Function of Fishes - Dr. Adam Summers 50:02

4M ago50:02

50:02

Dr. Adam Summers is a Professor in the School of Aquatic and Fisheries Sciences and Department of Biology at the University of Washington, and he conducts research in his lab within the Friday Harbor Laboratories there. With a background in engineering and mathematics, Adam works on applying engineering and physics principles to living systems. He …

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Social Isolation Trends and Non-AI Marketing in the Age of AI 14:12

5M ago14:12

14:12

Navigating AI, Social Isolation, and Human Connection in Modern Marketing A pattern recognition of social trends around human relationships and connection (e.g. neighbors, lack of dating): how this will play out in the AI-driven business landscape. Consider what "community" could actually mean for your business. Chapters: (1:11) Trends: 18-24 year-…

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Letti de Little, CCO – Grain Management (EP.52) 45:01

5M ago45:01

45:01

Letti de Little is the Chief Compliance Officer for Grain Management, a private equity firm that invests in telecom, infrastructure, and wireless spectrum assets. Today’s LP is focused on finding uncorrelated assets more than ever. But doing so often requires an understanding of the operational nuances which are different from buying traditional, t…

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814: Uncovering the Secrets of Ancient Creatures By Studying Fossils and the Fossilization Process - Dr. Sarah Gabbott 51:23

5M ago51:23

51:23

Dr. Sarah Gabbott is a Professor of Palaeontology in the School of Geography, Geology, and the Environment at the University of Leicester. She is also Director of Green Circle Nature Regeneration CIC, a non-profit organization in the UK, and she is co-author of the recently released book Discarded: How Technofossils Will be Our Ultimate Legacy. As …

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How Much Income Do I Need in Retirement? 22:14

5M ago22:14

22:14

How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement. Subscribe & Connect with Us! Kent Kramer Marcus Iwig Financial Perspectives Foster Group Facebook LinkedIn X YouTube…

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813: Investigating the Impacts of the Gut Microbiome on Immunotherapy Cancer Treatments - Dr. Jennifer Wargo 35:18

5M ago35:18

35:18

Dr. Jennifer Wargo is an Associate Professor in the Department of Surgical Oncology at The University of Texas MD Anderson Cancer Center and a Stand Up To Cancer researcher. Jennifer is a physician scientist, and this means she splits her time between providing care to patients and doing research to find better ways of treating disease. Specificall…

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Transform the Experience, Transform Your Business 59:48

5M ago59:48

59:48

Dennis Moseley-Williams, founder of DMW Strategic Consulting, brings a fresh lens to the financial services industry through the concept of the “experience economy.” Dennis shares how financial advisors can grow their business by shifting from delivering services to staging experiences. Learn how the experience economy can help you deepen client re…

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John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51) 40:47

5M ago40:47

40:47

John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone. These are exciting times in technology with a lot of moving parts so I was excited to sit down with John to get his perspective on where we are today and where we’re going. John shares his thoughts on the big picture…